Signal Advisors Wealth, LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.7B
Discretionary
$1.6B
97% of AUM
Avg account
$159K
Accounts
10,642
Employees
37
Advisory reps
50

Firm details

Headquarters
Detroit, Michigan
CRD number
301086
Registered since
December 8, 2022
Website
go.signaladvisors.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals58.74%
  • HNWI41.26%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Signal Advisors Wealth, LLC is an independent registered investment adviser that began SEC registration in 2022 and serves primarily individual and family clients. The firm provides financial planning and portfolio management across individuals, small businesses, and institutional/business accounts, and also performs pension consulting services. It operates as an insurance broker in addition to its advisory work. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Signal Advisors does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 25%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 4%, State & Local Bonds 1%, Private Funds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds4%
  • State & Local Bonds1%

Owners & executives

3 of 4
  • Tiffany Young

    Tiffany Young

    President, CEOCRD 7022455

  • Patrick Kelly

    Patrick Kelly

    Co-Founder & CEOCRD 5931188

  • Lindsay Lingo

    Lindsay Lingo

    Chief Compliance OfficerCRD 4767613

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Contacts

3 of 46

  • Sean Mccomber

    Planning SpecialistCRD 5656859

  • Raymond Panquerne

    Raymond Panquerne

    PartnerCRD 5240588

  • Randall Cashmore

    Randall Cashmore

    Investment Advisor RepresentativeCRD 4304396

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 912

Active vs passive

$3.2B in ETFs

Passive

58%

$1.9B

Active

23%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$121M1,378,3593.75%
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Location

Primary office

Detroit, MI

Wayne

Location

Detroit, MI

Headquartered in Detroit, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Wayne
Address
1555 Broadway St
Time zone
ET (UTC-5)
Office locations

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